OpenBB

OpenBB is a financial workspace where investment teams combine their data, workflows and AI agents in one interface under their own control. It connects to vendor feeds, internal databases, models and files, and turns analyses into interactive dashboards that analysts, portfolio managers and AI agents can all use. The platform can be deployed on premises or in a private cloud, so data, models and workflows stay inside the customer's environment. The product covers research and analysis, portfolio analytics, risk monitoring and client reporting. Features include an Excel add in, an app marketplace, support for custom agents, the OpenBB Copilot, and a workspace MCP server. Higher editions add team sharing, user and admin roles, role based access control, single sign on with the customer's own identity provider, audit logs, and options for external facing or white label apps. An open source Open Data Platform and a Snowflake native app are offered alongside the commercial workspace. The site also notes that the non profit OpenBQ is taking over OpenBB assets. Published pricing has four tiers. The Community edition is free for individuals and is cloud hosted by OpenBB, with 20 Copilot queries per day. Lite costs $2,400 per year as a team license, self hosted, for teams of fewer than ten. Pro is custom priced for larger deployments and requires contacting the vendor. The Snowflake edition is $500 per year per seat, hosted on Snowflake.